LAKE POINT WEALTH MANAGEMENT, LLC

HEATH, Texas·6 registered advisors·CRD# 170398
SEC# 801-11068710214-771-3363 EXT 1000
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at LAKE POINT WEALTH MANAGEMENT, LLC

6 registered advisors
Brent Williams
HEATH, Texas
Brittany Nicole Reville
HEATH, Texas
Howard Reid Johnson
HEATH, Texas
Jean Ellen Patton
HEATH, Texas
Jeffery Logan Butler
HEATH, Texas
Tiffany Lynn Ramirez
HEATH, Texas
05

Office Locations

HEATH, Texas
6 advisors

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Data sourced from SEC Form ADV filings. LAKE POINT WEALTH MANAGEMENT, LLC (CRD# 170398) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.